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Training on how to edit fields and forms

Posted on by 10

Hello,

I'm new to Dynamics 365 Sales and also new to my company. I was a Salesforce Administrator user previously and now am looking for training resources to help me understand how to edit/add/delete fields within the Dynamics 365 Sales platform. I have been assigned an administrator role so I should have access to what I need. Can you please help me? 

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Training on how to edit fields and forms

    Hi Partner,

    Can you click Yes under "Did this answer your question?" to close this thread if my answer is helpful.

     pastedimage1643276051280v1.png

    Thanks in advance!:)

  • Suggested answer
    xcode17 Profile Picture
    xcode17 460 on at
    RE: Training on how to edit fields and forms

    This is very clear

  • xcode17 Profile Picture
    xcode17 460 on at
    RE: Training on how to edit fields and forms

    Hi Kim,

    Leah already provide you with the best and clear explanation.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Training on how to edit fields and forms

    Hi Kim,

    Two ways you can achieve it:

    1.Go Settings > Customizations > Customize the system > Entities > expand one entity:

    Create or edit a field in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

    Add field to a form in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs 

    pastedimage1643076281979v4.png

    pastedimage1643076435375v5.png

    2.Go Power Apps(https://make.powerapps.com/ ), select correct environment and expand 'Data', click 'Tables' and select one table you need.

    Fields overview in Power Apps (contains video) - Power Apps | Microsoft Docs

    Add, configure, move, or delete columns on a form - Power Apps | Microsoft Docs

    pastedimage1643075958389v2.png

    pastedimage1643076490429v6.png

    Notes:

    pastedimage1643076254280v3.png

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